伊祁放勋的个人主页 - 老虎社区

伊祁放勋

伊祁放勋

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11-21 23:24

学习

@期权小班长:苟过年底，来年再涨

11-21 00:16

$小马智行(PONY)$ 要是还是中美蜜月期该多好？

11-12

还是比特币涨上天，比较早一点实现。

10-31

这个策略假设被行权了，怎么弄？需要保证金吗？

10-31

谷歌真是扶不起啊，最高到182，半夜跌到174。

10-31

Replying to @老乡见老乡:人家原文说的是卖出看跌期权。//@老乡见老乡:“使用反向期权：例如，当投资者卖出看涨期权时，标的价格大幅上涨，可以考虑买入一个看跌期权（Put），以防止进一步的上涨带来的更大亏损”，这段话矛盾啊😵‍💫

10-25

@空军大队长

@小虎活动:【有奖活动】看图猜一只科技股

10-21

准备持有到2030年，不知道可行不？

10-16

从某个公众号看来的，“ 给大家看一下，远月看涨合约下跌速度。上证50etf，下个月的一个看涨合约，日内73.3%+。熔断式下跌。”。我在想今天要不要出掉我剩下的沪深300基金。

10-12

$台积电(TSM)$ 不知不觉快一万亿，想起我591的call，直接归零。

10-11

很厉害的作者

@FrankAllin:A股和港股的Meme化：盛宴or屠宰场？

10-03

$美国延期国债ETF-Vanguard(EDV)$ 为啥今天又跌了？有人来介绍分析这个股吗？

10-01

卡片大作战

09-27

杭州不错

09-27

我看dy上有人说，想要协议平仓，不然有头有脸的人物这几年做空的钱都要亏进去了。

沪市部分股票恢复正常，仍有部分股票尚无法成交

09-23

海螺减水剂在宁波市场，就是低价不挣钱抢客户，把销售额做起来。我一朋友跟我说今年宁波市场减水剂不光价格下滑，销量下滑大概三分之二。

抱歉，原内容已删除

09-21

$罗素2000指数三倍做多ETF-Direxion(TNA)$ 想请问下，软件上显示盈利一万多，为什么止盈卖掉显示只盈利了八九千？

09-20

假如我把行权日调到12.20，会不会更稳啊？

09-20

假如我把时间调到12.30，会不会更稳啊？

09-18

早看到就好了，不会再三倍做多，两倍做多的泥泞地里死拿亏钱。

@谋定后动:ETF的高阶玩法——因子策略和杠杆ETF

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财报总体来说不错，不过按往年年底惯例，股价会来回震荡，然后等1月爆发。没上车的可以等回调，上车的可以做双卖薅130～160震荡区间的羊毛。从周三的期权开仓明细可以看出，看跌期权放量非常明显，除了我半夜转发的看跌12月140以外，开仓量第二大的看跌组合是买本周到期140put卖本周到期130put。以今天刚开盘表现来说，看跌140这个策略不能算错。但错就错在群众购买热情太高了，区区5%跌幅给买涨了起来。跟短期策略相比我更看重的是长期策略。可能也有人注意到了昨晚有大量的远期看跌期权开仓，方向是卖出：卖出 $NVDA 20250516 145.0 PUT$ ，成交量4525手卖出 $NVDA 20250919 145.0 PUT$ ，成交量1020手卖出 $NVDA 20250815 145.0 PUT$ ，成交量2319手结合已发布财报来看，卖出平价sell put策略非常合理。结合前两年英伟达年底表现，股价以区间震荡为主，涨跌震荡幅度大约在10～15%，回调130可抄底，涨到160也不用急追高，1～2月股价会一飞冲天。至于是先涨后跌，还是先回调后反弹就不太重要了，左右都在130～160这个区间内。考虑到昨天有那么多put选择看跌130～140区间，这两个月势必要回调一次130。2","images":[{"img":"https://static.tigerbbs.com/0d540ecfb8ff7f07911ae6fcfa127fd1","width":"1044","height":"674"},{"img":"https://static.tigerbbs.com/e47c0b98c0f14cc2a03b1765be9c929c","width":"2410","height":"258"},{"img":"https://static.tigerbbs.com/fc95577d1c28be9a7b4c437b384be67c","width":"1984","height":"1438"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373469457997832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373038189949416,"gmtCreate":1732119388408,"gmtModify":1732119390274,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 要是还是中美蜜月期该多好？","listText":"<a href=\"https://laohu8.com/S/PONY\">$小马智行(PONY)$</a> 要是还是中美蜜月期该多好？","text":"$小马智行(PONY)$ 要是还是中美蜜月期该多好？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373038189949416","isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369976002171312,"gmtCreate":1731366863066,"gmtModify":1731374941160,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"还是比特币涨上天，比较早一点实现。","listText":"还是比特币涨上天，比较早一点实现。","text":"还是比特币涨上天，比较早一点实现。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369976002171312","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365949698572352,"gmtCreate":1730343680366,"gmtModify":1730343682298,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"这个策略假设被行权了，怎么弄？需要保证金吗？","listText":"这个策略假设被行权了，怎么弄？需要保证金吗？","text":"这个策略假设被行权了，怎么弄？需要保证金吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365949698572352","isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365945233858784,"gmtCreate":1730342525912,"gmtModify":1730342528356,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"谷歌真是扶不起啊，最高到182，半夜跌到174。","listText":"谷歌真是扶不起啊，最高到182，半夜跌到174。","text":"谷歌真是扶不起啊，最高到182，半夜跌到174。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365945233858784","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365774764310648,"gmtCreate":1730340542596,"gmtModify":1730340545037,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/116836677058780\">@老乡见老乡</a>:人家原文说的是卖出看跌期权。//<a href=\"https://laohu8.com/U/116836677058780\">@老乡见老乡</a>:“使用反向期权：例如，当投资者卖出看涨期权时，标的价格大幅上涨，可以考虑买入一个看跌期权（Put），以防止进一步的上涨带来的更大亏损”，这段话矛盾啊😵‍💫","listText":"Replying to <a href=\"https://laohu8.com/U/116836677058780\">@老乡见老乡</a>:人家原文说的是卖出看跌期权。//<a href=\"https://laohu8.com/U/116836677058780\">@老乡见老乡</a>:“使用反向期权：例如，当投资者卖出看涨期权时，标的价格大幅上涨，可以考虑买入一个看跌期权（Put），以防止进一步的上涨带来的更大亏损”，这段话矛盾啊😵‍💫","text":"Replying to 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href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","listText":"提示：看图猜一只科技股 相关标的： <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"提示：看图猜一只科技股 相关标的： $特斯拉(TSLA)$ $英伟达(NVDA)$ $苹果(AAPL)$ $亚马逊(AMZN)$ 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不知不觉快一万亿，想起我591的call，直接归零。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359384398377216","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358850765746320,"gmtCreate":1728617965673,"gmtModify":1728617967626,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"很厉害的作者","listText":"很厉害的作者","text":"很厉害的作者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358850765746320","repostId":"358239106044040","repostType":1,"repost":{"id":358239106044040,"gmtCreate":1728479403179,"gmtModify":1728479548530,"author":{"id":"3546925022414459","authorId":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546925022414459","authorIdStr":"3546925022414459"},"themes":[],"title":"A股和港股的Meme化：盛宴or屠宰场？","htmlText":"有段时间没更新了，最近杂事太多，今天蹭个热点，聊聊最近火热的A股和港股。 昨日重现？ 近期美股有些许平淡，修复了8月的大跌后，波动收敛。市场的焦点转向了中国资产，对应的是港股、A股和中概股近两周的大幅波动。 9月23日，人行发布了一系列超预期的政策刺激，压抑已久的低迷市场情绪瞬间被点燃。短短6个交易日，上证指数单边爆涨27%，深成指暴涨42%；港股恒生指数也在9个交易日大涨27.37%。美股市场的中概股紧随其后走高。 A股更是在节后首个交易日创造了近3.5万亿的单日成交额，刷新了历史记录。 短视频和自媒体的宣传下，牛市的呼声四起，新股民蜂拥开户，甚至街边卖菜的大妈也开始讨论股市。 这让我想起了9年前那个炙热的下午，那个疯狂的大牛市。 那时我刚工作不久，手头不多的几万块钱在股市里短短时间内翻了倍，令我自信满满，觉得自己俨然已成股神。于是，我利用信用卡套出30多万，在高位加仓。 结果自然是惨痛不堪回首。 如今，仿佛昨日重现，水牛又一次向我们袭来。 但我却不再年轻了。 时间改变了很多，水牛可能还是那头水牛，但当年满怀热情的年轻人，在经历了市场的浩劫后，无一不是遍体鳞伤。 而今天的年轻人，在这股狂热中冲入市场，恐怕最终的结局也并不会有什么不同。 什么是Meme股？ Meme股的概念来源于美股市场，也可翻译为“网红股”，来源于2021年著名的“散户大战华尔街”事件。最有名的也是meme股的鼻祖就是“Game Stop（游戏驿站）”。 Meme\"源自互联网文化，代表那些通过模仿和复制在人群中迅速传播的内容，通常带有幽默或讽刺的性质。在中文里表达类似意思的就是“梗”。 “Meme股”是受社交媒体影响广泛传播和炒作的股票，类似于网络迷因的病毒式传播特性。Meme的概念，后续也引申到币圈，出现了“meme币”。 在股票市场中，Meme股呈现出以下特点： 1. 通过网络社交媒体，进行病毒式的","listText":"有段时间没更新了，最近杂事太多，今天蹭个热点，聊聊最近火热的A股和港股。 昨日重现？ 近期美股有些许平淡，修复了8月的大跌后，波动收敛。市场的焦点转向了中国资产，对应的是港股、A股和中概股近两周的大幅波动。 9月23日，人行发布了一系列超预期的政策刺激，压抑已久的低迷市场情绪瞬间被点燃。短短6个交易日，上证指数单边爆涨27%，深成指暴涨42%；港股恒生指数也在9个交易日大涨27.37%。美股市场的中概股紧随其后走高。 A股更是在节后首个交易日创造了近3.5万亿的单日成交额，刷新了历史记录。 短视频和自媒体的宣传下，牛市的呼声四起，新股民蜂拥开户，甚至街边卖菜的大妈也开始讨论股市。 这让我想起了9年前那个炙热的下午，那个疯狂的大牛市。 那时我刚工作不久，手头不多的几万块钱在股市里短短时间内翻了倍，令我自信满满，觉得自己俨然已成股神。于是，我利用信用卡套出30多万，在高位加仓。 结果自然是惨痛不堪回首。 如今，仿佛昨日重现，水牛又一次向我们袭来。 但我却不再年轻了。 时间改变了很多，水牛可能还是那头水牛，但当年满怀热情的年轻人，在经历了市场的浩劫后，无一不是遍体鳞伤。 而今天的年轻人，在这股狂热中冲入市场，恐怕最终的结局也并不会有什么不同。 什么是Meme股？ Meme股的概念来源于美股市场，也可翻译为“网红股”，来源于2021年著名的“散户大战华尔街”事件。最有名的也是meme股的鼻祖就是“Game Stop（游戏驿站）”。 Meme\"源自互联网文化，代表那些通过模仿和复制在人群中迅速传播的内容，通常带有幽默或讽刺的性质。在中文里表达类似意思的就是“梗”。 “Meme股”是受社交媒体影响广泛传播和炒作的股票，类似于网络迷因的病毒式传播特性。Meme的概念，后续也引申到币圈，出现了“meme币”。 在股票市场中，Meme股呈现出以下特点： 1. 通过网络社交媒体，进行病毒式的","text":"有段时间没更新了，最近杂事太多，今天蹭个热点，聊聊最近火热的A股和港股。 昨日重现？ 近期美股有些许平淡，修复了8月的大跌后，波动收敛。市场的焦点转向了中国资产，对应的是港股、A股和中概股近两周的大幅波动。 9月23日，人行发布了一系列超预期的政策刺激，压抑已久的低迷市场情绪瞬间被点燃。短短6个交易日，上证指数单边爆涨27%，深成指暴涨42%；港股恒生指数也在9个交易日大涨27.37%。美股市场的中概股紧随其后走高。 A股更是在节后首个交易日创造了近3.5万亿的单日成交额，刷新了历史记录。 短视频和自媒体的宣传下，牛市的呼声四起，新股民蜂拥开户，甚至街边卖菜的大妈也开始讨论股市。 这让我想起了9年前那个炙热的下午，那个疯狂的大牛市。 那时我刚工作不久，手头不多的几万块钱在股市里短短时间内翻了倍，令我自信满满，觉得自己俨然已成股神。于是，我利用信用卡套出30多万，在高位加仓。 结果自然是惨痛不堪回首。 如今，仿佛昨日重现，水牛又一次向我们袭来。 但我却不再年轻了。 时间改变了很多，水牛可能还是那头水牛，但当年满怀热情的年轻人，在经历了市场的浩劫后，无一不是遍体鳞伤。 而今天的年轻人，在这股狂热中冲入市场，恐怕最终的结局也并不会有什么不同。 什么是Meme股？ Meme股的概念来源于美股市场，也可翻译为“网红股”，来源于2021年著名的“散户大战华尔街”事件。最有名的也是meme股的鼻祖就是“Game Stop（游戏驿站）”。 Meme\"源自互联网文化，代表那些通过模仿和复制在人群中迅速传播的内容，通常带有幽默或讽刺的性质。在中文里表达类似意思的就是“梗”。 “Meme股”是受社交媒体影响广泛传播和炒作的股票，类似于网络迷因的病毒式传播特性。Meme的概念，后续也引申到币圈，出现了“meme币”。 在股票市场中，Meme股呈现出以下特点： 1. 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为啥今天又跌了？有人来介绍分析这个股吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355846017478680","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355251787317272,"gmtCreate":1727740858770,"gmtModify":1727740860515,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"卡片大作战","listText":"卡片大作战","text":"卡片大作战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355251787317272","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354039557124400,"gmtCreate":1727452704568,"gmtModify":1727452706665,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"杭州不错","listText":"杭州不错","text":"杭州不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354039557124400","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353932939686016,"gmtCreate":1727417455383,"gmtModify":1727417457374,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"我看dy上有人说，想要协议平仓，不然有头有脸的人物这几年做空的钱都要亏进去了。","listText":"我看dy上有人说，想要协议平仓，不然有头有脸的人物这几年做空的钱都要亏进去了。","text":"我看dy上有人说，想要协议平仓，不然有头有脸的人物这几年做空的钱都要亏进去了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353932939686016","repostId":"1149052692","repostType":2,"repost":{"id":"1149052692","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727405985,"share":"https://www.laohu8.com/m/news/1149052692?lang=&edition=full","pubTime":"2024-09-27 10:59","market":"sh","language":"zh","title":"沪市部分股票恢复正常，仍有部分股票尚无法成交","url":"https://stock-news.laohu8.com/highlight/detail?id=1149052692","media":"老虎资讯综合","summary":"本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。请广大投资者及时关注本所相关公告。如您遇到任何问题或者存在疑问，请迅速联系您指定交易的证券公司获得帮助。特此公告。上海证券交易所2024年9月27日","content":"<html><head></head><body><p>9月27日，继早盘上交所交易系统宕机恢复之后，9月27日午盘开市后，有投资者反映，股票无法成交。对此，多位券商人士告诉记者，目前部分沪市股票恢复了正常，也就是部分股票能成交，部分尚不能成交，可能仍有拥堵现象，需要逐步释放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d0b2199d98f01c84421435d731e5e8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日上午不少投资者反馈券商交易出现延迟问题。对此，相关人士表示，目前我们了解的情况，好像其他券商也有这样的问题，目前正在排查原因。目前公司正在根据客户反应的（开户）证券公司进行排查，还不能确定是哪一方的问题，目前在紧急处理了。</p><p>此外，上交所交易系统出现延迟现象。据获悉，目前交易所和券商正在紧急排查和修复中。</p><p>有证券公司从业人员告诉记者，目前上交所交易系统已经崩溃，所有的单子都在后台，可能来不及处理，等处理完以后，系统会挨个报单的。</p><p>随后，上交所公告：本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f86bd931a586aff9f1a5d984d420d63\" title=\"\" tg-width=\"1546\" tg-height=\"570\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>沪市部分股票恢复正常，仍有部分股票尚无法成交</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n沪市部分股票恢复正常，仍有部分股票尚无法成交\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-27 10:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月27日，继早盘上交所交易系统宕机恢复之后，9月27日午盘开市后，有投资者反映，股票无法成交。对此，多位券商人士告诉记者，目前部分沪市股票恢复了正常，也就是部分股票能成交，部分尚不能成交，可能仍有拥堵现象，需要逐步释放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d0b2199d98f01c84421435d731e5e8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日上午不少投资者反馈券商交易出现延迟问题。对此，相关人士表示，目前我们了解的情况，好像其他券商也有这样的问题，目前正在排查原因。目前公司正在根据客户反应的（开户）证券公司进行排查，还不能确定是哪一方的问题，目前在紧急处理了。</p><p>此外，上交所交易系统出现延迟现象。据获悉，目前交易所和券商正在紧急排查和修复中。</p><p>有证券公司从业人员告诉记者，目前上交所交易系统已经崩溃，所有的单子都在后台，可能来不及处理，等处理完以后，系统会挨个报单的。</p><p>随后，上交所公告：本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f86bd931a586aff9f1a5d984d420d63\" title=\"\" tg-width=\"1546\" tg-height=\"570\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149052692","content_text":"9月27日，继早盘上交所交易系统宕机恢复之后，9月27日午盘开市后，有投资者反映，股票无法成交。对此，多位券商人士告诉记者，目前部分沪市股票恢复了正常，也就是部分股票能成交，部分尚不能成交，可能仍有拥堵现象，需要逐步释放。今日上午不少投资者反馈券商交易出现延迟问题。对此，相关人士表示，目前我们了解的情况，好像其他券商也有这样的问题，目前正在排查原因。目前公司正在根据客户反应的（开户）证券公司进行排查，还不能确定是哪一方的问题，目前在紧急处理了。此外，上交所交易系统出现延迟现象。据获悉，目前交易所和券商正在紧急排查和修复中。有证券公司从业人员告诉记者，目前上交所交易系统已经崩溃，所有的单子都在后台，可能来不及处理，等处理完以后，系统会挨个报单的。随后，上交所公告：本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352378025996376,"gmtCreate":1727068939406,"gmtModify":1727068941682,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"海螺减水剂在宁波市场，就是低价不挣钱抢客户，把销售额做起来。我一朋友跟我说今年宁波市场减水剂不光价格下滑，销量下滑大概三分之二。","listText":"海螺减水剂在宁波市场，就是低价不挣钱抢客户，把销售额做起来。我一朋友跟我说今年宁波市场减水剂不光价格下滑，销量下滑大概三分之二。","text":"海螺减水剂在宁波市场，就是低价不挣钱抢客户，把销售额做起来。我一朋友跟我说今年宁波市场减水剂不光价格下滑，销量下滑大概三分之二。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352378025996376","repostId":"2469223966","repostType":2,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351614706405464,"gmtCreate":1726882582084,"gmtModify":1726882583786,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TNA\">$罗素2000指数三倍做多ETF-Direxion(TNA)$&nbsp;</a> 想请问下，软件上显示盈利一万多，为什么止盈卖掉显示只盈利了八九千？","listText":"<a href=\"https://laohu8.com/S/TNA\">$罗素2000指数三倍做多ETF-Direxion(TNA)$&nbsp;</a> 想请问下，软件上显示盈利一万多，为什么止盈卖掉显示只盈利了八九千？","text":"$罗素2000指数三倍做多ETF-Direxion(TNA)$ 想请问下，软件上显示盈利一万多，为什么止盈卖掉显示只盈利了八九千？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351614706405464","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351419359293584,"gmtCreate":1726823760539,"gmtModify":1726823762962,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"假如我把行权日调到12.20，会不会更稳啊？","listText":"假如我把行权日调到12.20，会不会更稳啊？","text":"假如我把行权日调到12.20，会不会更稳啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351419359293584","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351417714049168,"gmtCreate":1726823358869,"gmtModify":1726823363250,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"假如我把时间调到12.30，会不会更稳啊？","listText":"假如我把时间调到12.30，会不会更稳啊？","text":"假如我把时间调到12.30，会不会更稳啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351417714049168","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350745285189944,"gmtCreate":1726672903011,"gmtModify":1726672905223,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"早看到就好了，不会再三倍做多，两倍做多的泥泞地里死拿亏钱。","listText":"早看到就好了，不会再三倍做多，两倍做多的泥泞地里死拿亏钱。","text":"早看到就好了，不会再三倍做多，两倍做多的泥泞地里死拿亏钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350745285189944","repostId":"350725715279896","repostType":1,"repost":{"id":350725715279896,"gmtCreate":1726647064090,"gmtModify":1726833604689,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"ETF的高阶玩法——因子策略和杠杆ETF","htmlText":"大家好，我是谋定后动，欢迎来到我ETF专栏。在前面的专栏中，我们介绍了ETF的两种适合普通投资者的玩法。然而，对于机构投资者而言，ETF的应用领域远不止于此，其中包括因子投资策略和杠杆ETF等更为复杂的玩法。因子投资是一个庞大的课题，经过几十年的学术研究，积累了大量的理论成果。虽然全面掌握因子投资的理论需要花费相当的时间和精力，但我想告诉你，即使是最普通的投资者，如果有兴趣，也能够涉足其中。因子投资策略旨在通过挖掘市场中的一些特定因子，如估值、动量、质量等，实现超额收益。然而，采用因子投资策略意味着你需要投入更多的时间和精力进行研究和学习。在这个过程中，难免会遇到一些意料之外的挫折，因此对风险的承受力也需要更强一些。另一方面，杠杆ETF为对市场有更高认知水平的投资者提供了一种强有力的认知变现工具。相较于普通投资者可能只能判断市场是上涨还是下跌，拥有更多市场认知的投资者能够更深入地分析市场情况，包括涨幅、跌幅以及持续时间等方面。在这种情况下，杠杆ETF成为实现认知变现的有力武器。杠杆ETF的特点在于其使用杠杆工具，通过借入资金来放大投资规模，从而提高收益的可能性。对于具备更丰富市场经验和深入洞察的投资者来说，杠杆ETF的运用可以更加精准地执行市场判断，实现更具针对性的投资目标。而对于初学者来说，杠杆ETF的使用需要更谨慎，因为杠杆也意味着风险的增大。总体而言，ETF作为一种投资工具，为投资者提供了多样化的选择。因子投资策略和杠杆ETF作为更高级的应用方式，适合那些对市场有深入理解和更强风险承受力的投资者。尽管这些策略可能带来更高的回报，但也伴随着相应的挑战和风险，因此在选择采用这些策略时，投资者需要在充分了解的基础上慎重决策。无论是因子投资还是杠杆ETF，都需要投资者具备更强的市场认知和风险管理能力，以确保能够充分发挥这些高级投资工具的优势。动量因子 - 追涨杀跌是有道理的首","listText":"大家好，我是谋定后动，欢迎来到我ETF专栏。在前面的专栏中，我们介绍了ETF的两种适合普通投资者的玩法。然而，对于机构投资者而言，ETF的应用领域远不止于此，其中包括因子投资策略和杠杆ETF等更为复杂的玩法。因子投资是一个庞大的课题，经过几十年的学术研究，积累了大量的理论成果。虽然全面掌握因子投资的理论需要花费相当的时间和精力，但我想告诉你，即使是最普通的投资者，如果有兴趣，也能够涉足其中。因子投资策略旨在通过挖掘市场中的一些特定因子，如估值、动量、质量等，实现超额收益。然而，采用因子投资策略意味着你需要投入更多的时间和精力进行研究和学习。在这个过程中，难免会遇到一些意料之外的挫折，因此对风险的承受力也需要更强一些。另一方面，杠杆ETF为对市场有更高认知水平的投资者提供了一种强有力的认知变现工具。相较于普通投资者可能只能判断市场是上涨还是下跌，拥有更多市场认知的投资者能够更深入地分析市场情况，包括涨幅、跌幅以及持续时间等方面。在这种情况下，杠杆ETF成为实现认知变现的有力武器。杠杆ETF的特点在于其使用杠杆工具，通过借入资金来放大投资规模，从而提高收益的可能性。对于具备更丰富市场经验和深入洞察的投资者来说，杠杆ETF的运用可以更加精准地执行市场判断，实现更具针对性的投资目标。而对于初学者来说，杠杆ETF的使用需要更谨慎，因为杠杆也意味着风险的增大。总体而言，ETF作为一种投资工具，为投资者提供了多样化的选择。因子投资策略和杠杆ETF作为更高级的应用方式，适合那些对市场有深入理解和更强风险承受力的投资者。尽管这些策略可能带来更高的回报，但也伴随着相应的挑战和风险，因此在选择采用这些策略时，投资者需要在充分了解的基础上慎重决策。无论是因子投资还是杠杆ETF，都需要投资者具备更强的市场认知和风险管理能力，以确保能够充分发挥这些高级投资工具的优势。动量因子 - 追涨杀跌是有道理的首","text":"大家好，我是谋定后动，欢迎来到我ETF专栏。在前面的专栏中，我们介绍了ETF的两种适合普通投资者的玩法。然而，对于机构投资者而言，ETF的应用领域远不止于此，其中包括因子投资策略和杠杆ETF等更为复杂的玩法。因子投资是一个庞大的课题，经过几十年的学术研究，积累了大量的理论成果。虽然全面掌握因子投资的理论需要花费相当的时间和精力，但我想告诉你，即使是最普通的投资者，如果有兴趣，也能够涉足其中。因子投资策略旨在通过挖掘市场中的一些特定因子，如估值、动量、质量等，实现超额收益。然而，采用因子投资策略意味着你需要投入更多的时间和精力进行研究和学习。在这个过程中，难免会遇到一些意料之外的挫折，因此对风险的承受力也需要更强一些。另一方面，杠杆ETF为对市场有更高认知水平的投资者提供了一种强有力的认知变现工具。相较于普通投资者可能只能判断市场是上涨还是下跌，拥有更多市场认知的投资者能够更深入地分析市场情况，包括涨幅、跌幅以及持续时间等方面。在这种情况下，杠杆ETF成为实现认知变现的有力武器。杠杆ETF的特点在于其使用杠杆工具，通过借入资金来放大投资规模，从而提高收益的可能性。对于具备更丰富市场经验和深入洞察的投资者来说，杠杆ETF的运用可以更加精准地执行市场判断，实现更具针对性的投资目标。而对于初学者来说，杠杆ETF的使用需要更谨慎，因为杠杆也意味着风险的增大。总体而言，ETF作为一种投资工具，为投资者提供了多样化的选择。因子投资策略和杠杆ETF作为更高级的应用方式，适合那些对市场有深入理解和更强风险承受力的投资者。尽管这些策略可能带来更高的回报，但也伴随着相应的挑战和风险，因此在选择采用这些策略时，投资者需要在充分了解的基础上慎重决策。无论是因子投资还是杠杆ETF，都需要投资者具备更强的市场认知和风险管理能力，以确保能够充分发挥这些高级投资工具的优势。动量因子 - 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垂直价差，明天学习下？这个有做什么作用？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/330632947962048","isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"idStr":"4099470509812690","authorIdStr":"4099470509812690"},"content":"你要是知道每条腿的作用，组合起来你也应该知道。你要是不知道每条腿的作用，那还是先学单腿期权吧。","text":"你要是知道每条腿的作用，组合起来你也应该知道。你要是不知道每条腿的作用，那还是先学单腿期权吧。","html":"你要是知道每条腿的作用，组合起来你也应该知道。你要是不知道每条腿的作用，那还是先学单腿期权吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353932939686016,"gmtCreate":1727417455383,"gmtModify":1727417457374,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"我看dy上有人说，想要协议平仓，不然有头有脸的人物这几年做空的钱都要亏进去了。","listText":"我看dy上有人说，想要协议平仓，不然有头有脸的人物这几年做空的钱都要亏进去了。","text":"我看dy上有人说，想要协议平仓，不然有头有脸的人物这几年做空的钱都要亏进去了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353932939686016","repostId":"1149052692","repostType":2,"repost":{"id":"1149052692","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1727405985,"share":"https://www.laohu8.com/m/news/1149052692?lang=&edition=full","pubTime":"2024-09-27 10:59","market":"sh","language":"zh","title":"沪市部分股票恢复正常，仍有部分股票尚无法成交","url":"https://stock-news.laohu8.com/highlight/detail?id=1149052692","media":"老虎资讯综合","summary":"本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。请广大投资者及时关注本所相关公告。如您遇到任何问题或者存在疑问，请迅速联系您指定交易的证券公司获得帮助。特此公告。上海证券交易所2024年9月27日","content":"<html><head></head><body><p>9月27日，继早盘上交所交易系统宕机恢复之后，9月27日午盘开市后，有投资者反映，股票无法成交。对此，多位券商人士告诉记者，目前部分沪市股票恢复了正常，也就是部分股票能成交，部分尚不能成交，可能仍有拥堵现象，需要逐步释放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d0b2199d98f01c84421435d731e5e8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日上午不少投资者反馈券商交易出现延迟问题。对此，相关人士表示，目前我们了解的情况，好像其他券商也有这样的问题，目前正在排查原因。目前公司正在根据客户反应的（开户）证券公司进行排查，还不能确定是哪一方的问题，目前在紧急处理了。</p><p>此外，上交所交易系统出现延迟现象。据获悉，目前交易所和券商正在紧急排查和修复中。</p><p>有证券公司从业人员告诉记者，目前上交所交易系统已经崩溃，所有的单子都在后台，可能来不及处理，等处理完以后，系统会挨个报单的。</p><p>随后，上交所公告：本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f86bd931a586aff9f1a5d984d420d63\" title=\"\" tg-width=\"1546\" tg-height=\"570\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>沪市部分股票恢复正常，仍有部分股票尚无法成交</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n沪市部分股票恢复正常，仍有部分股票尚无法成交\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-27 10:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月27日，继早盘上交所交易系统宕机恢复之后，9月27日午盘开市后，有投资者反映，股票无法成交。对此，多位券商人士告诉记者，目前部分沪市股票恢复了正常，也就是部分股票能成交，部分尚不能成交，可能仍有拥堵现象，需要逐步释放。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56d0b2199d98f01c84421435d731e5e8\" tg-width=\"560\" tg-height=\"240\"/></p><p>今日上午不少投资者反馈券商交易出现延迟问题。对此，相关人士表示，目前我们了解的情况，好像其他券商也有这样的问题，目前正在排查原因。目前公司正在根据客户反应的（开户）证券公司进行排查，还不能确定是哪一方的问题，目前在紧急处理了。</p><p>此外，上交所交易系统出现延迟现象。据获悉，目前交易所和券商正在紧急排查和修复中。</p><p>有证券公司从业人员告诉记者，目前上交所交易系统已经崩溃，所有的单子都在后台，可能来不及处理，等处理完以后，系统会挨个报单的。</p><p>随后，上交所公告：本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f86bd931a586aff9f1a5d984d420d63\" title=\"\" tg-width=\"1546\" tg-height=\"570\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149052692","content_text":"9月27日，继早盘上交所交易系统宕机恢复之后，9月27日午盘开市后，有投资者反映，股票无法成交。对此，多位券商人士告诉记者，目前部分沪市股票恢复了正常，也就是部分股票能成交，部分尚不能成交，可能仍有拥堵现象，需要逐步释放。今日上午不少投资者反馈券商交易出现延迟问题。对此，相关人士表示，目前我们了解的情况，好像其他券商也有这样的问题，目前正在排查原因。目前公司正在根据客户反应的（开户）证券公司进行排查，还不能确定是哪一方的问题，目前在紧急处理了。此外，上交所交易系统出现延迟现象。据获悉，目前交易所和券商正在紧急排查和修复中。有证券公司从业人员告诉记者，目前上交所交易系统已经崩溃，所有的单子都在后台，可能来不及处理，等处理完以后，系统会挨个报单的。随后，上交所公告：本所关注到，今日开盘后本所股票竞价交易出现成交确认缓慢的异常。本所已在第一时间关注到相关情况，正在就相关原因进行排查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373403141390728,"gmtCreate":1732202665460,"gmtModify":1732202666926,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"学习","listText":"学习","text":"学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373403141390728","repostId":"373469457997832","repostType":1,"repost":{"id":373469457997832,"gmtCreate":1732197930895,"gmtModify":1732197960548,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667590215376","authorIdStr":"3527667590215376"},"themes":[],"title":"苟过年底，来年再涨","htmlText":"<a 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不知不觉快一万亿，想起我591的call，直接归零。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359384398377216","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358850765746320,"gmtCreate":1728617965673,"gmtModify":1728617967626,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"很厉害的作者","listText":"很厉害的作者","text":"很厉害的作者","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358850765746320","repostId":"358239106044040","repostType":1,"repost":{"id":358239106044040,"gmtCreate":1728479403179,"gmtModify":1728479548530,"author":{"id":"3546925022414459","authorId":"3546925022414459","name":"FrankAllin","avatar":"https://static.tigerbbs.com/c78dc014137382fcbd12cf93bd44ab6d","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546925022414459","authorIdStr":"3546925022414459"},"themes":[],"title":"A股和港股的Meme化：盛宴or屠宰场？","htmlText":"有段时间没更新了，最近杂事太多，今天蹭个热点，聊聊最近火热的A股和港股。 昨日重现？ 近期美股有些许平淡，修复了8月的大跌后，波动收敛。市场的焦点转向了中国资产，对应的是港股、A股和中概股近两周的大幅波动。 9月23日，人行发布了一系列超预期的政策刺激，压抑已久的低迷市场情绪瞬间被点燃。短短6个交易日，上证指数单边爆涨27%，深成指暴涨42%；港股恒生指数也在9个交易日大涨27.37%。美股市场的中概股紧随其后走高。 A股更是在节后首个交易日创造了近3.5万亿的单日成交额，刷新了历史记录。 短视频和自媒体的宣传下，牛市的呼声四起，新股民蜂拥开户，甚至街边卖菜的大妈也开始讨论股市。 这让我想起了9年前那个炙热的下午，那个疯狂的大牛市。 那时我刚工作不久，手头不多的几万块钱在股市里短短时间内翻了倍，令我自信满满，觉得自己俨然已成股神。于是，我利用信用卡套出30多万，在高位加仓。 结果自然是惨痛不堪回首。 如今，仿佛昨日重现，水牛又一次向我们袭来。 但我却不再年轻了。 时间改变了很多，水牛可能还是那头水牛，但当年满怀热情的年轻人，在经历了市场的浩劫后，无一不是遍体鳞伤。 而今天的年轻人，在这股狂热中冲入市场，恐怕最终的结局也并不会有什么不同。 什么是Meme股？ Meme股的概念来源于美股市场，也可翻译为“网红股”，来源于2021年著名的“散户大战华尔街”事件。最有名的也是meme股的鼻祖就是“Game Stop（游戏驿站）”。 Meme\"源自互联网文化，代表那些通过模仿和复制在人群中迅速传播的内容，通常带有幽默或讽刺的性质。在中文里表达类似意思的就是“梗”。 “Meme股”是受社交媒体影响广泛传播和炒作的股票，类似于网络迷因的病毒式传播特性。Meme的概念，后续也引申到币圈，出现了“meme币”。 在股票市场中，Meme股呈现出以下特点： 1. 通过网络社交媒体，进行病毒式的","listText":"有段时间没更新了，最近杂事太多，今天蹭个热点，聊聊最近火热的A股和港股。 昨日重现？ 近期美股有些许平淡，修复了8月的大跌后，波动收敛。市场的焦点转向了中国资产，对应的是港股、A股和中概股近两周的大幅波动。 9月23日，人行发布了一系列超预期的政策刺激，压抑已久的低迷市场情绪瞬间被点燃。短短6个交易日，上证指数单边爆涨27%，深成指暴涨42%；港股恒生指数也在9个交易日大涨27.37%。美股市场的中概股紧随其后走高。 A股更是在节后首个交易日创造了近3.5万亿的单日成交额，刷新了历史记录。 短视频和自媒体的宣传下，牛市的呼声四起，新股民蜂拥开户，甚至街边卖菜的大妈也开始讨论股市。 这让我想起了9年前那个炙热的下午，那个疯狂的大牛市。 那时我刚工作不久，手头不多的几万块钱在股市里短短时间内翻了倍，令我自信满满，觉得自己俨然已成股神。于是，我利用信用卡套出30多万，在高位加仓。 结果自然是惨痛不堪回首。 如今，仿佛昨日重现，水牛又一次向我们袭来。 但我却不再年轻了。 时间改变了很多，水牛可能还是那头水牛，但当年满怀热情的年轻人，在经历了市场的浩劫后，无一不是遍体鳞伤。 而今天的年轻人，在这股狂热中冲入市场，恐怕最终的结局也并不会有什么不同。 什么是Meme股？ Meme股的概念来源于美股市场，也可翻译为“网红股”，来源于2021年著名的“散户大战华尔街”事件。最有名的也是meme股的鼻祖就是“Game Stop（游戏驿站）”。 Meme\"源自互联网文化，代表那些通过模仿和复制在人群中迅速传播的内容，通常带有幽默或讽刺的性质。在中文里表达类似意思的就是“梗”。 “Meme股”是受社交媒体影响广泛传播和炒作的股票，类似于网络迷因的病毒式传播特性。Meme的概念，后续也引申到币圈，出现了“meme币”。 在股票市场中，Meme股呈现出以下特点： 1. 通过网络社交媒体，进行病毒式的","text":"有段时间没更新了，最近杂事太多，今天蹭个热点，聊聊最近火热的A股和港股。 昨日重现？ 近期美股有些许平淡，修复了8月的大跌后，波动收敛。市场的焦点转向了中国资产，对应的是港股、A股和中概股近两周的大幅波动。 9月23日，人行发布了一系列超预期的政策刺激，压抑已久的低迷市场情绪瞬间被点燃。短短6个交易日，上证指数单边爆涨27%，深成指暴涨42%；港股恒生指数也在9个交易日大涨27.37%。美股市场的中概股紧随其后走高。 A股更是在节后首个交易日创造了近3.5万亿的单日成交额，刷新了历史记录。 短视频和自媒体的宣传下，牛市的呼声四起，新股民蜂拥开户，甚至街边卖菜的大妈也开始讨论股市。 这让我想起了9年前那个炙热的下午，那个疯狂的大牛市。 那时我刚工作不久，手头不多的几万块钱在股市里短短时间内翻了倍，令我自信满满，觉得自己俨然已成股神。于是，我利用信用卡套出30多万，在高位加仓。 结果自然是惨痛不堪回首。 如今，仿佛昨日重现，水牛又一次向我们袭来。 但我却不再年轻了。 时间改变了很多，水牛可能还是那头水牛，但当年满怀热情的年轻人，在经历了市场的浩劫后，无一不是遍体鳞伤。 而今天的年轻人，在这股狂热中冲入市场，恐怕最终的结局也并不会有什么不同。 什么是Meme股？ Meme股的概念来源于美股市场，也可翻译为“网红股”，来源于2021年著名的“散户大战华尔街”事件。最有名的也是meme股的鼻祖就是“Game Stop（游戏驿站）”。 Meme\"源自互联网文化，代表那些通过模仿和复制在人群中迅速传播的内容，通常带有幽默或讽刺的性质。在中文里表达类似意思的就是“梗”。 “Meme股”是受社交媒体影响广泛传播和炒作的股票，类似于网络迷因的病毒式传播特性。Meme的概念，后续也引申到币圈，出现了“meme币”。 在股票市场中，Meme股呈现出以下特点： 1. 通过网络社交媒体，进行病毒式的","images":[{"img":"https://static.tigerbbs.com/b944150def6dc1d06ec6c9b54442ab69","width":"1011","height":"776"},{"img":"https://static.tigerbbs.com/963cc8bbff13026ee179ce0987552c19","width":"394","height":"266"},{"img":"https://static.tigerbbs.com/af64ca120cb73cec42674bf71ee68b99","width":"604","height":"296"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358239106044040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355846017478680,"gmtCreate":1727885934492,"gmtModify":1727885935875,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDV\">$美国延期国债ETF-Vanguard(EDV)$</a> 为啥今天又跌了？有人来介绍分析这个股吗？","listText":"<a href=\"https://laohu8.com/S/EDV\">$美国延期国债ETF-Vanguard(EDV)$</a> 为啥今天又跌了？有人来介绍分析这个股吗？","text":"$美国延期国债ETF-Vanguard(EDV)$ 为啥今天又跌了？有人来介绍分析这个股吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355846017478680","isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355251787317272,"gmtCreate":1727740858770,"gmtModify":1727740860515,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"卡片大作战","listText":"卡片大作战","text":"卡片大作战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355251787317272","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354039557124400,"gmtCreate":1727452704568,"gmtModify":1727452706665,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"杭州不错","listText":"杭州不错","text":"杭州不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354039557124400","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352378025996376,"gmtCreate":1727068939406,"gmtModify":1727068941682,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"海螺减水剂在宁波市场，就是低价不挣钱抢客户，把销售额做起来。我一朋友跟我说今年宁波市场减水剂不光价格下滑，销量下滑大概三分之二。","listText":"海螺减水剂在宁波市场，就是低价不挣钱抢客户，把销售额做起来。我一朋友跟我说今年宁波市场减水剂不光价格下滑，销量下滑大概三分之二。","text":"海螺减水剂在宁波市场，就是低价不挣钱抢客户，把销售额做起来。我一朋友跟我说今年宁波市场减水剂不光价格下滑，销量下滑大概三分之二。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352378025996376","repostId":"2469223966","repostType":2,"repost":{"id":"2469223966","pubTimestamp":1726924237,"share":"https://www.laohu8.com/m/news/2469223966?lang=&edition=full","pubTime":"2024-09-21 21:10","market":"sh","language":"zh","title":"新股前瞻|海螺材料科技二递表：水泥外加剂供应龙头 难逃“寄生”模式困境","url":"https://stock-news.laohu8.com/highlight/detail?id=2469223966","media":"智通财经","summary":"行业龙头难挡利润波动经营现金流“过山车”据招股书，海螺材料科技是一家生产及销售水泥外加剂、混凝土外加剂及其相关上游原材料的精细化工材料供应商。截至目前，海螺材料科技在中国的不同地点拥有11个生产工厂，总建筑面积达12.40万平方米。自2018年下半年以来，海螺材料科技一直为海螺水泥集团的外加剂产品供应商，且在报告期内，该项业务收入大幅增加。","content":"<html><body><p>今年上半年，房地产开发投资继续下行和基础设施投资增速持续放缓，拖累水泥市场总体需求，水泥行业整体呈现“需求持续下降、价格低位波动、行业持续亏损”的运行特征。而多家水泥上市公司2024年上半年业绩普遍出现亏损或利润大幅下滑情况。</p><p>面对市场困境，仍有行业企业逆势冲击资本市场。据港交所9月19日披露，安徽海螺材料科技股份有限公司(简称“海螺材料科技”)向港交所主板递交上市申请，<a href=\"https://laohu8.com/S/601066\">中信建投</a>国际为其独家保荐人。该公司曾于2023年12月28日向港交所主板递交上市申请。</p><p>根据弗若斯特沙利文的资料，按2023财年水泥外加剂销量及收入计，该公司在中国排名首位，市场份额分别约为28.3%及32.3%（具体而言，按2023财年水泥助磨剂销量及收入计，公司在中国排名首位，市场份额分别约为34.6%及34.1%）。</p><p>海螺材料科技作为水泥外加剂供应龙头，缘何港交所IPO碰壁呢？</p><p><strong>行业龙头难挡利润波动经营现金流“过山车”</strong></p><p>据招股书，海螺材料科技是一家生产及销售水泥外加剂、混凝土外加剂及其相关上游原材料的精细化工材料供应商。公司的产品主要包括各种类型的水泥外加剂及混凝土外加剂、水泥外加剂的在制中间产品（即醇胺）及混凝土外加剂的在制中间产品（即聚醚单体及聚羧酸母液）。凭借公司的研发努力及能力，公司亦向客户提供与公司提供的产品有关的技术支持。截至目前，海螺材料科技在中国的不同地点拥有11个生产工厂，总建筑面积达12.40万平方米。</p><p>公司的前身是由《财富》中国五百强企业海螺集团（于2024年名列第135位）成立，且随后通过于2018年收购山东宏艺、眉山海螺及襄阳海螺而来。海螺集团旗下有水泥行业首家A+H上市公司<a href=\"https://laohu8.com/S/600585\">海螺水泥</a>（00914）。</p><p>从公司收入来看，海螺材料科技大部分收入均来自水泥外加剂，九成以上的收入来自水泥外加剂及相关中间产品。</p><p>事实上，近两年水泥行业并不景气，2024年上半年全国水泥需求在延续近两年下降趋势。上半年全国水泥产量8.5亿吨，同比下降10%（可比口径），水泥产量为2011年以来同期最低值。而在价格方面，上半年全国水泥市场价格也在低位运行，走势总体呈现“低位徘徊、震荡回升”的态势。数字水泥网监测数据显示，上半年，全国水泥市场平均成交价为367元/吨，同比回落54元/吨，跌幅为13%。</p><p>然而，背靠海螺集团以及<a href=\"https://laohu8.com/S/00914\">海螺水泥</a>，海螺材料科技在水泥整体销售下滑的背景下，仍保持营收增长态势。2021年至2024年上半年（以下简称：报告期内），公司的收入分别为15.38亿元（单位：人民币，下同）、18.4亿元、23.96亿元及11.03亿元，年复合增长率为24.82%。</p><p>但是，公司同期的净利润分别约为1.27亿元、0.92亿元、1.44亿元及0.6亿元，利润端波动明显。从利率的角度来看，报告期内，公司毛利率分别约为22.00%、19.77%、19.17%及18.95%，明显呈现下降状态；同期净利率分别约为8.25%、5.02%、6.01%及5.46%，降幅显著。</p><p><img src=\"https://img.zhitongcaijing.com/image/20240921/1726924299867054.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1726924299867054.png\"/></p><p>由于盈利能力的波动，公司经营所得现金流呈现过山车状态。报告期内，公司经营所得的现金流分别约为2.90亿元、-9730万元、1.87亿元及4440万元。各期末现金及现金等价物分别约为2.14亿元、1.32亿元、1.66亿元及1.44亿元。</p><p><strong>过度依赖关联方“后遗症”凸显</strong></p><p>招股书显示，海螺水泥为公司各年内最大的客户，且截至最后实际可行日期，约有36.4%的股权由其控股股东之一海螺集团持有。自2018年下半年以来，海螺材料科技一直为海螺水泥集团的外加剂产品供应商，且在报告期内，该项业务收入大幅增加。</p><p>于往绩记录期间，公司很大比例收入来自向海螺水泥集团供应外加剂产品，且无论</p><p>就产量及产能而言，海螺水泥集团本身为2022年中国最大的水泥生产商之一。2021财年、2022财年、2023财年及2024年六个月，公司自海螺水泥取得的收入分别占总收入的约52.5%、41.6%、31.8%及30.7%。董事认为，于不久的将来，来自海螺水泥集团成员的销售收入将持续占总收入的相对较大比例。未来如果海螺水泥集团对公司产品的采购量减少，可能会影响公司的经营业绩。</p><p>智通财经APP观察，过度依赖关联方，海螺材料科技“后遗症”凸显。</p><p>一方面，公司的贸易应收款项持续高增，期内分别约为3.01亿元、5.57亿元、7.56亿元及7.87亿元，约占总营收的19.6%、30.3%、31.6%及71.4%，占比持续提升；同期贸易应收款项平均周转天数分别为68.8天、73.0天、82.2天及99.7天，周转天数不断延长。简言之，应收账款高企的困局，导致公司的企业运营风险和财务成本不断增长。</p><p>另一方面，对关联方依赖过重，也影响了公司对外扩张的能力。期内，公司持续以低价拓展第三方客户。</p><p>期内，海螺材料科技向关联方客户销售的毛利率高于其向第三方客户销售的毛利率。报告期内，公司向关联方客户销售的毛利率分别为32.7%、36.5%、42.1%及45.4%；而于相应期间，公司向第三方客户销售的毛利率分别为23.1%、31.7%、34.0%及40.2%。可见公司业务增长是以牺牲产品利润率为前提。海螺水泥亦表示，为了扩大公司混凝土外加剂市场份额，公司向第三方客户以较低的价格出售混凝土外加剂。</p><p>值得海螺科技警惕的是，目前水泥市场销售低迷，2024年1-6月，全国水泥产量85047万吨，同比下降10%，全口径同比下降10.76%，水泥产量创下2011年来新低。展望下半年，地产投资依然拖累，基建支撑仍然不足，预计2024年下半年水泥需求环比好转有限，但同比仍将出现较大幅度下滑。水泥网预计，2024年全年水泥产量或在18.3亿吨上下，同比降幅超9%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20240921/1726924260163511.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1726924260163511.png\"/></p><p>受到行业低迷影响，公司大客户海螺水泥经营情况并不太好，公司利润已经连续几年出现下滑，从2021年的330亿元降至2023年的106.9亿元。而由于自身经营不佳，近几年海螺水泥对海螺材料科技的采购金额已经停止增长。于往绩记录期间，公司向海螺水泥集团销售产生的收入分别约为8.08亿元、7.65亿元、7.62亿元及3.39亿元，总体呈现下滑态势。</p><p>因此，为了拓展新客户，海螺材料科技不得不通过低价的方式来获取新客户，寻求市场增量，但随之而来的就是公司盈利水平下滑。如何解决上述问题，才是海螺材料科技的当务之急。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新股前瞻|海螺材料科技二递表：水泥外加剂供应龙头 难逃“寄生”模式困境</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n新股前瞻|海螺材料科技二递表：水泥外加剂供应龙头 难逃“寄生”模式困境\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-21 21:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1185551.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年上半年，房地产开发投资继续下行和基础设施投资增速持续放缓，拖累水泥市场总体需求，水泥行业整体呈现“需求持续下降、价格低位波动、行业持续亏损”的运行特征。而多家水泥上市公司2024年上半年业绩普遍出现亏损或利润大幅下滑情况。面对市场困境，仍有行业企业逆势冲击资本市场。据港交所9月19日披露，安徽海螺材料科技股份有限公司(简称“海螺材料科技”)向港交所主板递交上市申请，中信建投国际为其独家保荐人。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1185551.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1135":"建筑材料","BK1505":"一带一路","00914":"海螺水泥","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","BK1594":"碳中和概念股","BK1563":"建材水泥股","BK1583":"高瓴概念","BK1507":"粤港澳大湾区"},"source_url":"http://www.zhitongcaijing.com/content/detail/1185551.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2469223966","content_text":"今年上半年，房地产开发投资继续下行和基础设施投资增速持续放缓，拖累水泥市场总体需求，水泥行业整体呈现“需求持续下降、价格低位波动、行业持续亏损”的运行特征。而多家水泥上市公司2024年上半年业绩普遍出现亏损或利润大幅下滑情况。面对市场困境，仍有行业企业逆势冲击资本市场。据港交所9月19日披露，安徽海螺材料科技股份有限公司(简称“海螺材料科技”)向港交所主板递交上市申请，中信建投国际为其独家保荐人。该公司曾于2023年12月28日向港交所主板递交上市申请。根据弗若斯特沙利文的资料，按2023财年水泥外加剂销量及收入计，该公司在中国排名首位，市场份额分别约为28.3%及32.3%（具体而言，按2023财年水泥助磨剂销量及收入计，公司在中国排名首位，市场份额分别约为34.6%及34.1%）。海螺材料科技作为水泥外加剂供应龙头，缘何港交所IPO碰壁呢？行业龙头难挡利润波动经营现金流“过山车”据招股书，海螺材料科技是一家生产及销售水泥外加剂、混凝土外加剂及其相关上游原材料的精细化工材料供应商。公司的产品主要包括各种类型的水泥外加剂及混凝土外加剂、水泥外加剂的在制中间产品（即醇胺）及混凝土外加剂的在制中间产品（即聚醚单体及聚羧酸母液）。凭借公司的研发努力及能力，公司亦向客户提供与公司提供的产品有关的技术支持。截至目前，海螺材料科技在中国的不同地点拥有11个生产工厂，总建筑面积达12.40万平方米。公司的前身是由《财富》中国五百强企业海螺集团（于2024年名列第135位）成立，且随后通过于2018年收购山东宏艺、眉山海螺及襄阳海螺而来。海螺集团旗下有水泥行业首家A+H上市公司海螺水泥（00914）。从公司收入来看，海螺材料科技大部分收入均来自水泥外加剂，九成以上的收入来自水泥外加剂及相关中间产品。事实上，近两年水泥行业并不景气，2024年上半年全国水泥需求在延续近两年下降趋势。上半年全国水泥产量8.5亿吨，同比下降10%（可比口径），水泥产量为2011年以来同期最低值。而在价格方面，上半年全国水泥市场价格也在低位运行，走势总体呈现“低位徘徊、震荡回升”的态势。数字水泥网监测数据显示，上半年，全国水泥市场平均成交价为367元/吨，同比回落54元/吨，跌幅为13%。然而，背靠海螺集团以及海螺水泥，海螺材料科技在水泥整体销售下滑的背景下，仍保持营收增长态势。2021年至2024年上半年（以下简称：报告期内），公司的收入分别为15.38亿元（单位：人民币，下同）、18.4亿元、23.96亿元及11.03亿元，年复合增长率为24.82%。但是，公司同期的净利润分别约为1.27亿元、0.92亿元、1.44亿元及0.6亿元，利润端波动明显。从利率的角度来看，报告期内，公司毛利率分别约为22.00%、19.77%、19.17%及18.95%，明显呈现下降状态；同期净利率分别约为8.25%、5.02%、6.01%及5.46%，降幅显著。由于盈利能力的波动，公司经营所得现金流呈现过山车状态。报告期内，公司经营所得的现金流分别约为2.90亿元、-9730万元、1.87亿元及4440万元。各期末现金及现金等价物分别约为2.14亿元、1.32亿元、1.66亿元及1.44亿元。过度依赖关联方“后遗症”凸显招股书显示，海螺水泥为公司各年内最大的客户，且截至最后实际可行日期，约有36.4%的股权由其控股股东之一海螺集团持有。自2018年下半年以来，海螺材料科技一直为海螺水泥集团的外加剂产品供应商，且在报告期内，该项业务收入大幅增加。于往绩记录期间，公司很大比例收入来自向海螺水泥集团供应外加剂产品，且无论就产量及产能而言，海螺水泥集团本身为2022年中国最大的水泥生产商之一。2021财年、2022财年、2023财年及2024年六个月，公司自海螺水泥取得的收入分别占总收入的约52.5%、41.6%、31.8%及30.7%。董事认为，于不久的将来，来自海螺水泥集团成员的销售收入将持续占总收入的相对较大比例。未来如果海螺水泥集团对公司产品的采购量减少，可能会影响公司的经营业绩。智通财经APP观察，过度依赖关联方，海螺材料科技“后遗症”凸显。一方面，公司的贸易应收款项持续高增，期内分别约为3.01亿元、5.57亿元、7.56亿元及7.87亿元，约占总营收的19.6%、30.3%、31.6%及71.4%，占比持续提升；同期贸易应收款项平均周转天数分别为68.8天、73.0天、82.2天及99.7天，周转天数不断延长。简言之，应收账款高企的困局，导致公司的企业运营风险和财务成本不断增长。另一方面，对关联方依赖过重，也影响了公司对外扩张的能力。期内，公司持续以低价拓展第三方客户。期内，海螺材料科技向关联方客户销售的毛利率高于其向第三方客户销售的毛利率。报告期内，公司向关联方客户销售的毛利率分别为32.7%、36.5%、42.1%及45.4%；而于相应期间，公司向第三方客户销售的毛利率分别为23.1%、31.7%、34.0%及40.2%。可见公司业务增长是以牺牲产品利润率为前提。海螺水泥亦表示，为了扩大公司混凝土外加剂市场份额，公司向第三方客户以较低的价格出售混凝土外加剂。值得海螺科技警惕的是，目前水泥市场销售低迷，2024年1-6月，全国水泥产量85047万吨，同比下降10%，全口径同比下降10.76%，水泥产量创下2011年来新低。展望下半年，地产投资依然拖累，基建支撑仍然不足，预计2024年下半年水泥需求环比好转有限，但同比仍将出现较大幅度下滑。水泥网预计，2024年全年水泥产量或在18.3亿吨上下，同比降幅超9%。受到行业低迷影响，公司大客户海螺水泥经营情况并不太好，公司利润已经连续几年出现下滑，从2021年的330亿元降至2023年的106.9亿元。而由于自身经营不佳，近几年海螺水泥对海螺材料科技的采购金额已经停止增长。于往绩记录期间，公司向海螺水泥集团销售产生的收入分别约为8.08亿元、7.65亿元、7.62亿元及3.39亿元，总体呈现下滑态势。因此，为了拓展新客户，海螺材料科技不得不通过低价的方式来获取新客户，寻求市场增量，但随之而来的就是公司盈利水平下滑。如何解决上述问题，才是海螺材料科技的当务之急。","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351614706405464,"gmtCreate":1726882582084,"gmtModify":1726882583786,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"<a 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想请问下，软件上显示盈利一万多，为什么止盈卖掉显示只盈利了八九千？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351614706405464","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351419359293584,"gmtCreate":1726823760539,"gmtModify":1726823762962,"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"themes":[],"htmlText":"假如我把行权日调到12.20，会不会更稳啊？","listText":"假如我把行权日调到12.20，会不会更稳啊？","text":"假如我把行权日调到12.20，会不会更稳啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351419359293584","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}